Financial Planning Specialist Private Banking

Join us as a Financial Planning Specialist in Private Banking

You’ll be managing the Financial Planning needs of our private banking customers, providing advice for wealth structuring, investments, bonds, and protection

Our clients will look to you as a trusted advisor to develop and deliver their holistic wealth plans

Hone your relationship management skills in an environment where we take a real investment in your development

You will work from home some of the time but be expected to be in the office at least six days a month

What you’ll do

In this key role, you’ll be providing high quality financial advice to private banking clients, both existing and new to bank. You’ll use your communication skills and expert knowledge to deliver outstanding client service, every time. We’ll also look to you to build, manage and enhance the client relationship management process.

You’ll also be:

Providing wealth management product advice and sales to customers in private wealth and private banking

Keeping up-to-date with financial markets and macroeconomic news while being well informed of our markets and asset classes views

Promoting our image, reputation and credibility to strengthen and leverage the brand while building opportunities

Acting as a role model to private bankers in private wealth and private banking through exemplary client management and stewardship

Making sure there is regulatory compliance and risk management for your advice

The skills you’ll need

It’s important that you hold a CISI/Cii Level 4 certificate, or equivalent. You’ll also hold experience providing regulated financial advice, including expertise in detailed client profiling, risk analysis and asset allocation.

To succeed in this role you’ll also have:

Regulated Financial Planning Advice Experience

Strong client relationship management skills

Indepth Knowledge of Financial Planning products

Knowledge of macroeconomic environments and financial markets, with the ability to communicate views on these

The ability to act as a representative in the marketplace

Strong internal and external stakeholder management skills

Hours 35